AMG River Road Large Cap Value Select Fund - Class I MEQFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$20.89  /  −2.20%
  • Fund Size$43.1M
  • Adjusted Expense Ratio0.640%
  • Net Expense Ratio0.640%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.90%
  • Turnover Ratio115%

Morningstar’s Analysis MEQFX

Will MEQFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Large Cap Value Select I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings MEQFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

7.143M
Financial Services

Amazon.com Inc

6.683M
Consumer Cyclical

Microsoft Corp

5.922M
Technology

Fairfax Financial Holdings Ltd Shs Subord.Vtg

5.542M
Financial Services

The Walt Disney Co

4.652M
Communication Services

CRH PLC

4.492M
Basic Materials

BJ's Wholesale Club Holdings Inc

3.992M
Consumer Defensive

Union Pacific Corp

3.992M
Industrials

StandardAero Inc

3.892M
Industrials

American Express Co

3.802M
Financial Services

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